Institutional Ownership Schwab Strategic Tr Us Emergin (SCHE)
This table provides information about the institutional ownership of Schwab Strategic Tr Us Emergin (SCHE). We have compiled data on the 778 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $3.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
33,791
shares
|
$937,024
0.14% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
33,592
shares
|
$931,506
0.85% of portfolio
|
Q3 2024
Added 27.3%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
33,530
shares
|
$929,786
0.16% of portfolio
|
Q3 2024
Reduced 12.15%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
32,934
shares
|
$913,259
0.51% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
32,729
shares
|
$907,575
0.02% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
32,718
shares
|
$907,270
0.04% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
32,034
shares
|
$888,302
0.67% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,756
shares
|
$880,593
0.07% of portfolio
|
Q3 2024
Reduced 14.91%
|
|
|
Whitcomb & Hess, Inc.
|
Oct 02, 2024 Q3 2024 |
31,557
shares
|
$875,075
0.29% of portfolio
|
Q3 2024
Reduced 8.25%
|
|
|
Sja Financial Advisory, LLC
|
Jul 31, 2024 Q2 2024 |
31,502
shares
|
$873,550
0.61% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
30,999
shares
|
$859,602
0.0% of portfolio
|
Q3 2024
Reduced 40.43%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
30,864
shares
|
$855,858
0.0% of portfolio
|
Q3 2024
Reduced 22.49%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
30,824
shares
|
$854,749
1.3% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
30,501
shares
|
$845,792
0.17% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
30,074
shares
|
$833,952
0.23% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
29,849
shares
|
$827,712
0.11% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
29,815
shares
|
$826,769
0.34% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
29,597
shares
|
$820,724
0.03% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
29,550
shares
|
$819,421
0.15% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
29,528
shares
|
$818,811
0.31% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
29,283
shares
|
$812,017
0.08% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
28,254
shares
|
$783,483
0.02% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
27,320
shares
|
$757,583
0.01% of portfolio
|
Q3 2024
Added 11.92%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
27,277
shares
|
$756,391
0.02% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
27,035
shares
|
$749,680
0.18% of portfolio
|
Q3 2024
Added 4.17%
|